Private Client Banker - Peninsula Market - Millbrae, CA
Core
Main point of contact for Chase's affluent clients and branch customers, managing complete banking relationships and generating growth.
Role type
Private Client Banker (Branch Banking)
Builds
Client banking relationships and account balances
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, new client acquisition, cross-selling financial products, regulatory compliance, self-service adoption
Preferred skills
Affluent client relationship cultivation, team orientation, long-term career commitment
Technologies
Self-service banking platforms, NMLS registration system